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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,790 | $54,541+108.6% | $78,778+44.4% | $70,126+62.3% |
| Participation rate | 91.7% | 60.8%+30.9pp | 69.2%+22.5pp | 69.5%+22.1pp |
| Annual return | 11.04% | 21.07%-10.0pp | 35.62%-24.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $3,034 | $1,089+178.8% | $1,986+52.8% | $2,343+29.5% |
| Participant deferral / active EE | $6,175 | $2,210+179.4% | $2,958+108.7% | $3,332+85.3% |
| Admin fee / account holder | $11,048 | $3,709+197.9% | $5,134+115.2% | $4,645+137.8% |